Egerton Capital (UK)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312M | Sell |
832,516
-38,749
| -4% | -$14.5M | 3.2% | 17 |
|
|
2025
Q1 | $285M | Buy |
871,265
+613,555
| +238% | +$201M | 3.29% | 16 |
|
|
2024
Q4 | $84.1M | Buy |
+257,710
| New | +$84.1M | 0.97% | 25 |
|
|
2023
Q2 | – | Sell |
-1,019,727
| Closed | -$206M | – | 26 |
|
|
2023
Q1 | $206M | Sell |
1,019,727
-208,517
| -17% | -$42.2M | 2.23% | 16 |
|
|
2022
Q4 | $266M | Buy |
1,228,244
+13,720
| +1% | +$2.97M | 2.28% | 16 |
|
|
2022
Q3 | $265M | Buy |
1,214,524
+103,214
| +9% | +$22.6M | 2.06% | 20 |
|
|
2022
Q2 | $205M | Buy |
1,111,310
+311,849
| +39% | +$57.5M | 1.38% | 20 |
|
|
2022
Q1 | $146M | Buy |
+799,461
| New | +$146M | 0.77% | 22 |
|